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[DRAFT] Steps to Download Timekeeper Rate Data

Quick guide to downloading timekeeper rate data from Brightflag, with optional filters and date format selection. Steps to Export Timekee...

Quick guide to downloading timekeeper rate data from Brightflag, with optional filters and date format selection.


Steps to Export Timekeeper Rate Data

You can export timekeeper rate data from any tab on the Timekeeper Rates page. The export downloads an Excel file containing all visible rows, respecting any filters you have applied.

  1. Navigate to Timekeepers
    Click Timekeepers in the left navigation menu to open the Timekeeper Rates page. The Pending tab is selected by default.

    Timekeeper Rates page with the Timekeepers navigation link highlighted
  2. (Optional) Apply filters to narrow results
    Use the filter bar at the top of the table to narrow the data before exporting. You can filter by firm, status, or other criteria. Only the filtered rows will be included in the export.

    Filter bar highlighted on the Timekeeper Rates page
  3. Click the Export button
    Click the Export button above the table to begin the download.

    Export button highlighted on the Timekeeper Rates page
  4. Select date format if prompted
    If a dialog appears, choose your preferred date format and click Export to confirm. The file downloads as an Excel spreadsheet.

    Export dialog with date format options and the Export button highlighted
  5. File downloads as Excel
    The export file is saved to your default downloads folder in Excel format. It includes all columns visible on the page.


Export Works on All Tabs

The Export button is available on all three tabs: Pending, Approved, and Rejected. Switch to the tab you need, apply any filters, and click Export to download that tab's data.

Approved tab with the Export button highlighted

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